Dycom Industries, Inc.
DY · Price history
Price at last available close
$234.00
−$35.04 (-13.02%) 1M
2026-10-28
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Company & revenue
About Dycom Industries, Inc.
Primary reporting period: 2026-01-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Dycom Industries, Inc. provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States. It operates through Communications and Building Systems segments. The company offers engineering services to telecommunications providers, including the planning and design of aerial, underground, and buried fiber optic, copper, and coaxial cable systems; placement of cables, related structures, and drop lines for telephone companies and cable multiple system operators; program and project management, and inspection personnel; and wireless networks in connection with the deployment of macro cell and new small cell sites.
How they make money
Dycom Industries, Inc. provides specialty contracting services, including engineering, construction, maintenance, and installation services, to telecommunications providers. The company generates revenue primarily through long-term master service agreements and project-specific contracts, where it is compensated for labor, equipment, and materials utilized in deploying and maintaining complex network infrastructure.
Products & services
Engineering, construction, maintenance, and installation services for telecommunications networks, including fiber-optic, copper, and wireless infrastructure.
Brands & revenue mix
No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.
Product / operating segments
Period ended 2026-01-31Source
Calculated from reported segment revenue. Check the source period and revenue basis before comparing shares. Categories can overlap and may not add to 100%.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer types
Disclosed major customers
Customer concentration
For the fiscal year ended January 31, 2026, the company's top five customers accounted for approximately 68.5% of total contract revenues.
Suppliers, materials & equipment
- Construction equipment and materials suppliers — The company relies on various third-party suppliers for construction equipment, vehicles, and raw materials such as fiber-optic cable and conduit. Specific supplier names are not disclosed.Source
Strengths
Financial risk observations and what to check
These are saved observations about business performance, not predictions. Review the company filings alongside the interpretation below. Latest stored financial period end: 2026-08-01.
Total debt increased 165.8% versus the same quarter last year.
Compare the added borrowing with available cash, cash generation and maturities. A percentage increase from a small starting balance can look large without measuring the full debt burden.
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
55
Fair
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
70
Strong
Financial Strength
41
Business Quality / Moat
97
Management
70
Growth Quality
71
Risk / Durability
89
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
71
Fair
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
73/100
Building Historical Record
Model Score 73/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.
At today’s price, the WSS valuation framework currently reads as relatively attractive.
The model outlook is currently positive.
- •Asset quality scores strongly
- •Valuation scores attractively
- •Insider activity signal is favorable
- •Recent buyback activity is present
- •Revenue fundamentals are weak
- •Debt / balance-sheet profile needs attention
Company-specific research
Questions worth answering for DY
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can DY maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is DY's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Is DY's debt load manageable relative to cash generation, interest costs and upcoming maturities?
- •Is DY's valuation discount tied to a temporary concern or to a longer-term business risk?
- •What does the current fundamental change risk warning mean for the reliability or interpretation of DY's score?
Essential Investment Snapshot
Wall Street Score
55
Opportunity Score
71
Market Cap
$7.06B
P/E Ratio
24.3
EPS
$11.09
52-Week High
$566.47
52-Week Low
$265.09
Beta
1.49
Intrinsic Value
$390.29
Analyst Target
$476.00
Shares Outstanding
29.4M
Total Revenue
$6.88B
Total Debt
$3.05B
Dividend
No current dividend
Liquidation Value / Share
$70.15
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Strong downward momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for DY
Detected from reported data — verify before acting.Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Community Sentiment
0 active · 0 total callsNo personal call yet on DY.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Extensive geographic footprint and operational scale.
- +Long-standing relationships with major telecommunications providers.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Engineering & Construction industry.
- −High customer concentration.
- −Dependence on capital expenditure budgets of telecommunications customers.
- −Operational risks associated with large-scale construction projects.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
6 historical score records availablePrevious Score
53
Sep 21, 2026
Change
+2.0
points
Current Score
55
Oct 1, 2026
Category Changes
DY increased 2 points because Capital improved by 3 points, Valuation improved by 10.6 points.
Positive Contributors
- + Capital improved by 3 points
- + Valuation improved by 10.6 points
Projected Score
Projected Score
58
Projected Change
+3.0 points
Preliminary comparable-period financial changes suggest improvement of approximately 3.0 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
UndervaluedCurrent Price
$234.00
Model Intrinsic Value
$390.29
Difference
−$156.29
-40.0% vs IV
Margin of Safety
40.0%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2017 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $6.88B | $5.55B | $4.70B | $4.18B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $5.58B | $4.41B | $3.97B | $3.52B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $1.30B | $1.14B | $733.6M | $650.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $499.2M | $445.5M | $393.0M | $327.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $499.2M | $445.5M | $393.0M | $327.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $1.17B | $704.0M | $567.4M | $507.7M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $805.2M | $694.6M | $340.5M | $323.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $110.4M | $66.5M | $61.0M | $52.6M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $418.8M | $367.9M | $307.8M | $292.0M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $89.3M | $86.7M | $74.4M | $73.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $329.6M | $281.2M | $233.4M | $218.9M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $11.09 | $9.68 | $8.02 | $7.46 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 30.08M | 29.05M | 29.11M | 29.33M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 30.36M | 29.42M | 29.48M | 29.70M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$2.01B
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$3.81
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
+165.8%
Cash Change
+1094.9%
Margin Change
-1.3 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Cash position grew
What Weakened
- Margins contracted
- Debt increased
Potential Score Impact
Positive indicators included revenue growth, EPS growth, cash levels. Pressure indicators included debt levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 45.6%. EPS increased 14.4%. Cash increased 1094.9%. Total debt increased 165.8%. Net income margin declined by 1.3 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
0
Smart Money
0
Number of Gurus
0
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
6 historical recordsHistorical Score Chart
3 of 6 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
Engineering & ConstructionNews
Here's Why Dycom Industries (DY) is a Strong Value Stock
Here's Why Dycom Industries (DY) is a Strong Growth Stock
Dycom Trades at a Discount: Should Investors Buy the Stock or Wait?
Can Dycom's $12.2B Backlog Sustain Growth Through FY27?
Rumor Mill · DY
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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